2018 Retirement Industry Conference Agenda
Wednesday, April 11, 2018
1:00 pm - 6:30 pm - REGISTRATION
4:00 pm - 5:00 pm: CONCURRENT SESSIONS
1.1 Taking On the “D” Word
1.2 Technology in Workplace Retirement Plans
1.3 Blockchain and Insurance
1.4 Asia Consumers – Why? They’re 2/3rds of the World Population
5:15 pm - 6:30 pm - WELCOME RECEPTION
Thursday, April 12, 2018
7:00 am - 5:00 pm - REGISTRATION
7:00 am - 8:00 am - CONTINENTAL BREAKFAST
8:00 am - 9:00 am - GENERAL SESSION
The Future of Financial Planning: Personalized Finance in the Digital World
Sponsored by Voya
9:00 am - 10:00 am - GENERAL SESSION
Plan Sponsor Confidential
10:00 am - 10:30 am - REFRESHMENT BREAK
10:30 am - 11:45 am: CONCURRENT SESSIONS
2.1 Annuities: Are We Swinging and Missing on Guaranteed Lifetime Income?
2.2 Consumer Decision-Making and Managing of Retirement Risks
2.3 Financial Wellness
2.4 Product: The View from the Other Side!
11:40 am - 1:00 pm - CANADIAN ISSUES LUNCHEON
Sponsored by CANNEX Financial Exchanges
11:45 am - 1:00 pm - LUNCHEON
1:00 pm - 2:00 pm: CONCURRENT SESSIONS
3.1 Annuity Product Trends and Issues
3.2 Small Business Insights
3.3 Dynamics in Your Distribution Channels: Where Is the Momentum?
3.4 What's Old Is New: Aging Consumer Needs and Who Pays?
2:00 pm - 2:15 pm - BREAK
2:15 pm - 3:15 pm: CONCURRENT SESSIONS
4.1 What Do RIAs Really Think of Annuities?
4.2 The Consultant’s View…A Critical Perspective
4.3 Insurtech Developments in the Retirement Industry
4.4 Trends in Workplace Retirement
3:15 pm - 3:45 pm - REFRESHMENT BREAK
3:45 pm - 4:45 pm - GENERAL SESSION
The Retirement Industry: What Role Will You Play In the Future?
4:45 pm - 5:45 pm - WOMEN'S LEADERSHIP RECEPTION
6:00 pm - 8:00 pm - ALL-CONFERENCE EVENING EVENT
Sponsored by S&P Dow Jones Indices
Friday, April 13, 2018
7:00 am - 8:00 am - CONTINENTAL BREAKFAST
8:00 am - 9:00 am - GENERAL SESSION
Inside Washington: The Policy and Politics of Financial Services
9:00 am - 9:30 am - REFRESHMENT BREAK AND EXHIBITOR RAFFLE
9:30 am - 10:30 am: CONCURRENT SESSIONS
5.1 Longevity Lifestyle Preparation
5.2 Product Development: What's Next For Annuity Products?
5.3 Workplace Retirement Litigation Update and Insights
5.4 The Other Retirement Crisis and What Our Industry Can Do About It
10:30 am - 10:45 am - BREAK
10:45 am - 11:45 am: CONCURRENT SESSIONS
6.1 Newly Proposed ASOPs: Pricing, Modeling and Setting Assumptions
6.2 Annuity Placements: The View from Both Sides of the Fence
6.3 Focus on Governmental Plans